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Pulmonx

115 hedge funds and large institutions have $244M invested in Pulmonx in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

0.39% more ownership

Funds ownership: 90.84%91.22% (+0.39%)

0% more capital invested

Capital invested by funds: $244M → $244M (+$777K)

3% less funds holding

Funds holding: 118115 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

96% less call options, than puts

Call options by funds: $76K | Put options by funds: $1.85M

Holders
115
Holders Change
-3
Holders Change %
-2.54%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
42
Reduced
31
Closed
17
Calls
$76K
Puts
$1.85M
Net Calls
-$1.77M
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$36.5M -$3.58M -504,926 -9%
Primecap Management
2
Primecap Management
California
$36.4M -$691K -97,530 -2%
Morgan Stanley
3
Morgan Stanley
New York
$23.5M +$2.98M +421,291 +14%
BlackRock
4
BlackRock
New York
$18.8M -$444K -62,758 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.4M -$8.16K -1,152 -0.1%
DM
6
Deerfield Management
New York
$12.7M +$2.52M +355,237 +23%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$8.43M
Deutsche Bank
8
Deutsche Bank
Germany
$7.72M +$327K +46,116 +4%
SAM
9
Silvercrest Asset Management
New York
$6.26M +$6.59M +930,557 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.24M +$179K +25,301 +3%
State Street
11
State Street
Massachusetts
$5.12M +$10K +1,418 +0.2%
B
12
Braidwell
Connecticut
$5.06M
JP Morgan Chase
13
JP Morgan Chase
New York
$4.4M -$807K -114,047 -15%
PHP
14
Parkman Healthcare Partners
Connecticut
$4.12M +$2.86M +404,022 +194%
RSCM
15
Rock Springs Capital Management
Maryland
$3.39M -$1.9M -268,451 -35%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$3.27M +$664K +93,719 +24%
Marshall Wace
17
Marshall Wace
United Kingdom
$3.1M +$3.26M +459,942 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$2.67M -$76.2K -10,768 -3%
Northern Trust
19
Northern Trust
Illinois
$2.46M -$54.9K -7,757 -2%
Franklin Resources
20
Franklin Resources
California
$2.41M -$1.55M -218,337 -38%
Charles Schwab
21
Charles Schwab
California
$2.16M +$38.3K +5,414 +2%
EIM
22
Essex Investment Management
Massachusetts
$2.04M +$2.15M +303,246 New
JFG
23
Jefferies Financial Group
New York
$1.92M
SSA
24
Schonfeld Strategic Advisors
New York
$1.88M +$1.02M +143,464 +106%
CWP
25
CFM Wealth Partners
Texas
$1.78M

LUNG Hedge Fund Activity: Q1 2025 in Review

115 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q1 2025, worth a combined $244M — up 0.32% from $244M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LUNG and 14 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 42 added.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $6.59M. The largest seller was Altium Capital Management, exiting entirely with an estimated $5.53M sold.

  • 115 institutional investors held Pulmonx (LUNG) as of Q1 2025, down from 118 in Q4 2024.
  • Funds reported $244M of Pulmonx stock for Q1 2025, up 0.32% quarter-over-quarter.
  • 14 funds opened new Pulmonx positions in Q1 2025 and 17 closed out, a net change of -3 holders.
  • The largest Pulmonx buyer in Q1 2025 was Silvercrest Asset Management, an estimated $6.59M added.
  • The largest Pulmonx seller in Q1 2025 was Altium Capital Management, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2025.